Metropolitan Transportation Commission · 2 weeks ago
Assistant Director, Budgets and Financial Planning & Analysis
San Francisco, CA
Full-time
Hybrid
Lead/Staff, Director/Executive
$176K/yr - $234K/yr
5+ years expThe Metropolitan Transportation Commission (MTC) is the transportation planning, financing, and coordinating agency for the nine-county San Francisco Bay Area. The Assistant Director will lead a team responsible for developing and managing operating and capital budgets, performing financial analysis, and ensuring financial stability aligned with organizational goals.
Association
Responsibilities
Lead development and management of operating and capital budgets, ensuring accuracy and alignment with agency priorities, strategic focus, vision, mission, and values
Monitor expenditures, identify variances, provide insight and recommendations, and work closely with section and project managers to address financial issues
Lead department budget review meetings
Conduct variance analysis, identify key performance drivers, and provide explanations, insight, and recommendations for budget deviations
Manage staff development, monitor performance, and manage deliverables and work plans
Lead development of staff memos and drafting of resolutions for board and committee approvals
In coordination with the Chief Financial Officer, budget staff, and internal and external stakeholders, lead development of policies and procedures related to budgeting and grant management, provide training to Sections and program staff, lead process improvement initiatives and contribute to change management activities
Establish and maintain strong, collaborative relationships with project and program managers and other Sections
Review and monitor grants, from grant application to project closeout, including grant compliance, reporting requirements, and financial management
Assist in the development of grant policies and procedures
Coordinate grant administration assistance and support activities with other Sections within MTC including financial reporting and operational accounting, Project and Grant Managers, federal, state, and local partners, and other internal and external stakeholders
Lead development of financial models and forecast to inform short-term and long-term financial plans
Provide proactive financial insights and recommendations to support decision-making, resource allocation, and performance improvement initiatives
Lead process improvement initiatives seeking to enhance financial planning and analysis processes, streamline reporting, and automate routine tasks
Participate in system requirements gathering, implementation, testing, and user training activities related to budgeting, forecasting, and reporting in and outside of the MTC’s enterprise planning management system
Analyze financial data to identify trends and make recommendations for financial optimization
Lead staff development, monitor performance, and manage deliverables and work plans
Develop and maintain the Section’s work plan
Support implementation of MTC’s Enterprise Resource Planning system
Assist with responding to federal, state, and local reviews and audits, as well as internal and external annual audits
Perform other job-related duties as needed or assigned by the Section Director or Section
Qualification
Required
A Master's degree in accounting, finance, public or business administration, or a related field, including a minimum of 24 semester-hours in accounting
Applicants with a degree issued from an institution outside the United States must have their transcripts evaluated by an academic accrediting service and provide proof of equivalency along with their application
Five years of increasingly complex and diverse professional accounting work experience, two years of which having full supervisory responsibility for two or more major accounting functions, including the equivalent of two years as an Accounting Supervisor or Senior Financial Analyst for MTC
Knowledge of Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB), and Financial Accounting Standards Board (FASB)
Advanced knowledge of principles and best practices of governmental fund accounting, budgeting, contract administration, and grant management
Federal and state grant rules and regulations and reporting requirements including OMB super Circular 2CFR Part 200 (Uniform Administrative Requirements, Cost Principles, and Audit requirements for Federal Awards)
Advanced proficiency in financial modeling and analysis tools (e.g., Excel, database management, data visualization software)
Function, capability, application and operation of cloud-based financial accounting and budgeting systems
Applicable federal, state, and local laws, codes and regulations
Principles and best practices of staff development and management
Enterprise Resource Planning (ERP) systems such as SAP, Oracle, NetSuite, Workday, or other similar applications
Excellent analytical and problem-solving skills with keen attention to detail
Exceptional quantitative and analytical abilities to interpret complex financial data
Proficiency in advanced Excel, financial analysis software, and Business Intelligence (BI) tools
Ability to use resources to identify problems, solve, act decisively, and show good judgement in decision making
Proven ability to work collaboratively in cross-functional teams and manage multiple priorities in a fast-paced environment
Strong communication and presentation skills, with the ability to convey complex financial information to stakeholders at various levels
Ability to motivate, manage, and train both direct reports and peers
Ability to manage multiple projects and deadlines simultaneously
Preferred
Five years of increasingly complex and responsible budgeting, financial planning & analysis, and/or accounting experience that includes two (2) years having full supervisory responsibility over budgeting, grant administration, or financial planning & analysis functions
Experience developing budget and grant management policies and procedures
Experience in using various methods to analyze financial data, understand trends, and identify potential opportunities or risks
Experience in financial modeling, forecasting, scenario planning, and strategic planning, including the capability to translate complex data into digestible information and actionable business insights for decision makers and stakeholders
Experience and skills to identify, assess, and mitigate potential financial risks within an organization
Experience in reviewing financial statements, such as balance sheets, cash flow statements, and income statements, to assess the organization's performance
Experience with ERP and Budget system implementation
Experience with federal and state grant management
Experience working with Boards and Commissions; communicating and presenting complex financial information in a simplified and clear manner
Experience with data visualization tools is a plus
Benefits
Public Employees Retirement System (PERS); employee contributes a portion of gross salary on a pre-tax basis.
Health Benefits Insurance through the Public Employees' Retirement System (premiums are shared between agency and employee).
Agency-paid Dental Insurance (dependent coverage shared by the employee and MTC).
Agency-paid Vision Care Insurance, employees only (dependent coverage is paid in full by employee).
Agency-paid Life, AD&D, Short Term and Long Term Disability Insurance.
Eleven paid holidays per year.
One day per month paid vacation leave; for each year of service, an additional day per year is granted to a maximum of 25 days per year.
One day per month paid sick leave, with no limit to the amount of sick leave that can be accumulated.
Personal Business leave; up to three (3) days per year depending upon date of hire.
Monthly Transit/Parking Subsidy.
Alternative employee paid payroll savings plans available (tax-deferred compensation plans).
Two employee-paid voluntary participation programs which are pre-tax, dependent care and flexible spending accounts.
Voluntary Supplemental life insurance.
Employee Assistance Program.
Company
Metropolitan Transportation Commission
MTC connects the nine-county Bay Area’s communities by allocating regional, state and federal funds for transportation projects
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Nick Roethel
Chief Operating Officer
Elizabeth Juvera
Environmental Planner, SF Estuary Partnership
Recent News
2025-12-15
2025-10-23
2025-10-21
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